Creating Custom Crystal Reports Tutorial
84 pages
English

Creating Custom Crystal Reports Tutorial

-

Le téléchargement nécessite un accès à la bibliothèque YouScribe
Tout savoir sur nos offres
84 pages
English
Le téléchargement nécessite un accès à la bibliothèque YouScribe
Tout savoir sur nos offres

Description

Creating Custom Crystal Reports Tutorial090805©2005 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages.In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation.The Raiser’s Edge, Paragon, MatchFinder, RE:Event, RE:Zip, RE:Volunteer, RE:Queue, RE:Tribute, RE:Member, and RE:Alum are trademarks of Blackbaud, Inc.All other products and company names mentioned herein are trademarks of their respective holder.RE7.8-UKCrystalTutorial-090805 Creating Custom Crystal Reports TutorialCREATING CUSTOM CRYSTAL REPORTS TUTORIAL . . . . . . . . . .1Planning the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Creating a Report in ...

Sujets

Informations

Publié par
Nombre de lectures 113
Langue English

Exrait

Creating Custom Crystal Reports Tutorial090805
©2005 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any
form or by any means, electronic, or mechanical, including photocopying, recording, storage in an
information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.
The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc.,
assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will
Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from
any defect or omission in this manual, even if advised of the possibility of damages.
In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements
in this manual and the products it describes at any time, without notice or obligation.
The Raiser’s Edge, Paragon, MatchFinder, RE:Event, RE:Zip, RE:Volunteer, RE:Queue, RE:Tribute,
RE:Member, and RE:Alum are trademarks of Blackbaud, Inc.
All other products and company names mentioned herein are trademarks of their respective holder.
RE7.8-UKCrystalTutorial-090805 Creating Custom
Crystal Reports
Tutorial
CREATING CUSTOM CRYSTAL REPORTS TUTORIAL . . . . . . . . . .1
Planning the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Creating a Report in Crystal Reports for Blackbaud . . . . . . . . . . . . . . . . . . . . . . . . 14
Creating a Phone List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a Gift Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting the Location for an Existing Crystal Report . . . . . . . . . . . . . . . . . . . . . . . . . 69
Want Additional Help For Crystal Reports? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 What Is In This Tutorial?
In the Creating Custom Crystal Reports Tutorial, you learn step-by-step
instructions for the basics of planning and creating a custom Crystal report. You
can also learn about the following.
• “Creating a Phone List” on page 21
• “Creating a Gift Detail Report” on page 40
• “Suppressing duplicate rows” on page 62
• “Sorting and grouping gifts” on page 64
• “Using the Select Records Expert in a report” on page 65
• “Setting the location for an existing Crystal report” on page 70
• “Want Additional Help For Crystal Reports?” on page 75
How Do I Use These Guides?
The Raiser’s Edge 7 user guides contain examples, scenarios, procedures,
graphics, and conceptual information. Side margins contain notes, tips, warnings,
and space for you to write your own notes.
To find help quickly and easily, you can access the Raiser’s Edge 7
documentation from several places.
User Guides. You can access PDF versions of the guides by selecting Help,
User Guides from the shell menu bar or by clicking Help on the Raiser’s
Edge bar in the program. You can also access the guides on our Web site at
www.blackbaud.co.uk. From the menu bar, select Support, User Guides.
In a PDF, page numbers in the Table of Contents, Index, and all
cross-references are hyperlinks. For example, click the page number by any
heading or procedure on a Table of Contents page to go directly to that page.
Help File. In addition to user guides, you can learn about The Raiser’s Edge 7
by accessing the help file in the program. Select Help, The Raiser’s Edge
Help Topics from the shell menu bar or press F1 on your keyboard from
anywhere in the program.
Narrow your search in the help file by enclosing your search in quotation
marks on the Search tab. For example, instead of entering Load Defaults,
enter “Load Defaults”. The help file searches for the complete phrase in
quotes instead of individual words.WELCOMEIV
Icons
The following icons are used in the side margins to denote additional information
such as notes, warnings, time-savers, or definitions. You can also use these
margins to write your own notes.
The notepad symbol designates a note or tip related to the information in the main text
column.
The traffic light indicates a cautionary note. Generally, we use this icon to point out a step
that may have unwanted results.
The clock symbol designates a shortcut or timesaving action.
The dictionary symbol designates the definition of a frequently used term.Creating Custom
Crystal Reports
Tutorial
Contents
Planning the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Creating an Export File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Creating a Report in Crystal Reports for Blackbaud . . . . . . . . . . . . . . . . . .14
Report Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Report Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Creating a Phone List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Report Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Formatting a Crystal report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Saving a Crystal report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Creating a Gift Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Creating an Export File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Report Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Report Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Formatting a Crystal report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Setting the Location for an Existing Crystal Report. . . . . . . . . . . . . . . . . . . 69
Want Additional Help For Crystal Reports?. . . . . . . . . . . . . . . . . . . . . . . . . 75
Chapter Procedures
Creating a new export file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Creating a new custom report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Inserting fields into a new report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Sizing fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Moving fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Inserting additional fields into a new report . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Inserting text fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Formatting fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Changing field headings in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Suppressing duplicate records in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34CHAPTER 12
Generating a report grand total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Saving a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Creating a new export file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Creating a new custom report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Inserting fields into a new report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Inserting text fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Changing field headings in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Generating subtotals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Suppressing duplicate rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Sorting and grouping gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Using the Select Records Expert in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Generating a report grand total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Applying a report style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Setting the location for an existing Crystal report. . . . . . . . . . . . . . . . . . . . . . . . 70CREATING CUSTOM CRYSTAL REPORTS TUTORIAL 3
The Raiser’s Edge 7 includes over 100 standard reports that generate the most
commonly used information for development offices. These reports give you
information to help you stay up-to-date with every aspect of your organisation.
You can easily analyse the giving trends of your constituents, evaluate the
financial position of your

  • Accueil Accueil
  • Univers Univers
  • Ebooks Ebooks
  • Livres audio Livres audio
  • Presse Presse
  • BD BD
  • Documents Documents